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Documentation Index

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The Payment Plans page (/pm/payment-plans) lists all active patient payment arrangements for the organization and allows authorized users to create new plans.

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Overview

The page renders a card titled “Active Plans” containing a table of payment plan records from pm_payment_plans. Each row links to the plan detail page at /pm/payment-plans/:planId. The table columns are: Start Date, Total (amount), Installment (per-period amount), Frequency, and Status. Status values are rendered as badges. Users with the pm.payment_plans.create permission see a “New Payment Plan” button that opens the PaymentPlanFormDialog.

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Who it’s for

Requires permission: pm.payment_plans.view (inline string guard in component and route)

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Before you start

  • Your account must have the pm.payment_plans.view permission.
  • To create a new plan, you additionally need pm.payment_plans.create.
  • Patient records must exist in the system before a payment plan can be associated with a patient.

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Steps

1

Navigate to Payment Plans

Go to /pm/payment-plans. The Active Plans card loads all non-deleted plans for your organization, sorted by creation date descending.
2

Open a plan

Click a plan’s Start Date link to open the detail page at /pm/payment-plans/:planId.
3

Create a new plan (requires pm.payment_plans.create)

Click “New Payment Plan” in the page header. Complete the form in the PaymentPlanFormDialog and submit.
4

Retry on error

If the plans fail to load, an error message and a “Retry” button appear inside the card. Click “Retry” to reload the page.

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Key concepts

Each plan has a status badge. The status values and their display labels are defined in PAYMENT_PLAN_STATUS_LABELS (src/cores/pm/types/statement-billing.ts).
The Frequency column displays human-readable labels for each installment cadence, sourced from PAYMENT_PLAN_FREQUENCY_LABELS.
When no plans exist, the page shows: “No payment plans — Create a plan to set up installment payments.”

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/PaymentPlanListPage.tsx
  • src/cores/pm/hooks/usePaymentPlans.ts
  • src/platform/permissions/constants.ts